Lead Sales Operations Analyst

Citrix Systems; San Ramon (CA); On-site; USD 133,307 - 199,961; Full time

Benefits offered by this job

Annual bonus

Sales incentives

Healthcare benefits

401(k) plan with company match

Job summary

Cloud Software Group is seeking a Deal Desk professional to analyze and structure complex sales transactions in line with corporate policies. You will assess profitability, risk, and compliance while guiding sales teams on pricing and approvals.

The role requires cross-functional collaboration with finance, legal, and ops to ensure compliant deal execution. With 3-5 years in operations or process improvement, you will lead process improvements, train analysts, and streamline workflows to shorten

Qualifications

• Bachelor's degree/MBA in Business Administration, Engineering, IT, or a related field.
• 3-5 years of Operations experience.
• 2-4 years of experience in a process improvement focused environment.
• Consulting experience preferred.
• Knowledge of Oracle CRM system.

Responsibilities

• Analysing and structuring complex sales transactions to align with company policies and customer needs.
• Evaluating deal profitability, risk, and compliance.
• Oversight of other analysts, and for training and process improvement within the deal desk itself.
• Providing guidance and support to sales teams on deal structuring, pricing, and approvals.
• Working closely with sales, finance, legal, sales operations, and other departments to ensure deal is structured according to corporate policies.
• Coordinating approvals and resolving issues cross functionally.
• Streamlining deal desk processes and workflows to improve efficiency and reduce sales cycle times.
• Identifying and implementing best practices for deal management.
• Analyzing deal data, and creating reports to provide insight into deal pipeline and performance.
• Ensuring deals comply with company policies, legal requirements, and revenue recognition standards.
• Identifying and mitigating potential risks associated with deals.

Skills

Executive communication

Cross-functional collaboration

Multi-tasking

Process improvement

Analytical skills

Root cause analysis

Presentation skills

Leadership

Education

Bachelor's or MBA in Business/Engineering/IT

Tools

Oracle CRM

Job description

Primary Duties / Responsibilities:

• Analyzing and structuring complex sales transactions to align with company policies and customer needs.
• Evaluating deal profitability, risk, and compliance.
• Oversight of other analysts, and for training and process improvement within the deal desk itself.
• Providing guidance and support to sales teams on deal structuring, pricing, and approvals.
• Working closely with sales, finance, legal, sales operations, and other departments to ensure deal is structured according to corporate policies.
• Coordinating approvals and resolving issues cross functionally
• Streamlining deal desk processes and workflows to improve efficiency and reduce sales cycle times.
• Identifying and implementing best practices for deal management.
• Analyzing deal data, and creating reports to provide insight into deal pipeline and performance.
• Ensuring deals comply with company policies, legal requirements, and revenue recognition standards.
• Identifying and mitigating potential risks associated with deals.
• Work with a sense of urgency and quickly identify root cause of issues in process, policy, system, data and engage with functional owners to resolve.
• Collect data and information to further standardize the deal formation process. Identify opportunities to automate elements of the deal desk and improve operational execution.

Preferred Qualifications:

• Ability to interact effectively with executives, functional peer groups and subordinates to gain commitment and cooperation from others, especially those in other departments with competing priorities
• Excellent oral and written communications skills, as well as excellent presentation skills; ability to lead meetings internally and externally and executive briefings. Often takes a leading role in senior level presentations with management teams
• Ability to manage multiple initiatives in parallel
• Understanding of cross functional process knowledge to drive efficiency into quote to cash processes
• Strives to improve performance and to have a significant impact on department's success
• Demonstrates strong analytical skills
• Articulate compelling qualitative and quantitative business cases for process improvement
• Effectively gives direction to team members to accomplish complex deals

Functional/Technical (education, certifications, and training)

• Bachelor's degree/MBA from an accredited college/university in Business Administration, Engineering, IT, or a related field
• 3-5 years of Operations experience
• 2-4 years of experience in a process improvement focused environment
• Consulting experience preferred
• Knowledge of Oracle CRM system

Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance.

NY generally ranges: $116,936-$175,404
CA generally ranges: $133,307-$199,961
All other locations fall under our General State range: $116,936-$175,404

Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work. U.S. based employees are typically offered access to healthcare, life insurance and disability benefits, 401(k) plan and company match, among others. This requisition has no specific deadline for completion.

About Us: Cloud Software Group is one of the world's largest cloud solution providers, serving more than 100 million users around the globe. When you join Cloud Software Group, you are making a difference for real people, each of whom count on our suite of cloud-based products to get work done - from anywhere. Members of our team will tell you that we value passion for technology and the courage to take risks. Everyone is empowered to learn, dream, and build the future of work. We are on the brink of another Cambrian leap -- a moment of immense evolution and growth. And we need your expertise and experience to do it. Now is the perfect time to move your skills to the cloud.

Cloud Software Group is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state and local laws that prohibit employment discrimination. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, sex or gender, sexual orientation, gender identity, gender expression, ethnicity, national origin, ancestry, citizenship, religion, genetic carrier status, disability, pregnancy, childbirth or related medical conditions (including lactation status), marital status, military service, protected veteran status, political activity or affiliation, taking or requesting statutorily protected leave and other protected classifications.

Cloud Software Group will consider qualified applicants with a criminal history and conduct the recruiting process in accordance with the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers and San Diego Fair Chance Ordinance. For access to the laws see the following links: California FCAand Los Angeles FCO.

If you need a reasonable accommodation due to a disability during any part of the application process, please contact us via the Bridge portal for assistance.